Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,896 | $112,099+102.4% | $95,954+136.5% | $158,931+42.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.70% | 171.12%-158.4pp | 91.62%-78.9pp | 302.86%-290.2pp |
| Employer contribution / active EE | $1,502 | $3,198-53.1% | $2,541-40.9% | $4,761-68.5% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,982-100.0% |
| Admin fee / account holder | $15,077 | $10,132+48.8% | $6,796+121.9% | $11,247+34.1% |